Upcoming Events


  • Wednesday
    22
    October

    SIGN UP FOR OUR WEEKLY NEWSLETTER

    Oct 22, 25 - Dec 31, 26, (PT)

    Sign up for our Weekly Newsletter! Get our latest updates on our New Programing and exclusive offerings!

    Email: [email protected] (or a pop up form will appear to enter your email address)

  • Wednesday
    6
    May

    VIRTUAL: Using Agentic AI to Reshape Data Engineering, Governance, and Access in Finance

    May 6, 12:00 PM - 01:00 PM (PT)

    Financial institutions sit on vast, complex data ecosystems — spanning risk models, regulatory reporting, client analytics, and market intelligence — yet most still rely on brittle, manually maintained pipelines and fragmented governance frameworks to manage them. Brighthive and its agentic platform, BrightAgent, represent a fundamental shift: purpose-built AI agents that autonomously discover, catalog, govern, and transform data without it ever leaving your environment. Rather than asking analysts and engineers to wrangle infrastructure, agentic AI handles the toil — profiling data quality, enforcing policy-as-code governance, resolving lineage across warehouses and lakes, and delivering trusted, query-ready datasets to the people who need them. For finance, the implications are profound: compliance teams get real-time visibility into how sensitive data flows and who accesses it; portfolio managers and quants get faster, self-service access to governed data without filing tickets; and data engineering teams shift from reactive firefighting to strategic enablement. This is the trajectory of agentic finance workflows — not a single monolithic AI, but a coordinated team of specialized agents that continuously maintain the data foundation your firm's decisions depend on.

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  • Tuesday
    12
    May

    VIRTUAL: CFA Society Seattle Book Club: The Philosopher in the Valley: Alex Karp, Palantir, and the

    May 12, 06:00 PM - 07:00 PM (PT)

    Please join us as we discuss The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State by Michael Steinberger on 5/12/2026 at 6PM PST via Zoom.

    In The Philosopher in the Valley, author Michael Steinberger brings a journalist’s investigative approach to the intersection of technology, power, and political philosophy, using the story of Palantir Technologies and its CEO Alex Karp to explore the broader implications of data-driven governance in the twenty-first century.

    Steinberger reviews Palantir Technologies, a company that has become a key provider of data-analysis software to governments and large organizations. The book traces Palantir’s origins in the post-9/11 security environment and its growth into a major defense- and intelligence-focused technology firm whose platforms integrate vast datasets to help users detect patterns, make decisions, and manage complex operations. The author also profiles Palantir’s CEO, Alex Karp, as an outspoken Silicon Valley leader—a philosophically trained executive who frames Palantir’s mission in geopolitical and moral terms, arguing that advanced data tools are essential for liberal democracies competing with authoritarian rivals.

    At the same time, the book explores controversies surrounding Palantir’s work with law enforcement, intelligence agencies, and immigration authorities, highlighting broader debates about privacy, civil liberties, and the expanding role of data analytics in government. For investors and policy observers, the story illustrates the growing convergence of Silicon Valley technology, artificial intelligence, and national security.

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  • Wednesday
    20
    May

    VIRTUAL: Claude for Investment Professionals

    May 20, 12:00 PM - 01:00 PM (PT)

    Similar to our ChatGPT workshop, this session will cover the most popular features in Claude. We will start with the web version, desktop app, and Cowork, then explore features such as Skills, Projects, MCP connectors, scheduled tasks, deep research, and memory. Time permitting, we may also touch on Claude Code, Dispatch, and Claude in Excel.

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  • Thursday
    21
    May

    6th Annual CFA Society Seattle Ethics Challenge

    May 21, 04:00 PM - 07:00 PM (PT)

    Join us for the 2026 Ethics Challenge, where students put their ethical reasoning and analytical skills to the test in a dynamic competition!

    This local event challenges student teams to examine and evaluate ethical dilemmas in a real-world case. Using the CFA Institute's Code of Ethics and Standards of Professional Conduct, teams will develop and present their analyses to a panel of judges.

    Following the competition, we invite you to celebrate the participants' hard work with networking, along with food and beverages.

    Timeline:

    4:00 – 6:00 Presentations

    6:00 Winning team announced.

    6:10 – 7:00 Networking, food & beverages

    REGISTER

    This event is free for everyone

    Seattle, WA, United States

  • Wednesday
    10
    June

    VIRTUAL: Reshaping Your Job in the Age of AI – How to Leverage Complementary AI Tools and Build High

    Jun 10, 12:00 PM - 01:00 PM (PT)

    In this age of AI, your job is not disappearing — it’s transforming. And you get to lead that transformation. Audit your role. Identify your uniquely human value. Partner with AI to elevate your impact. The future of work belongs to those who choose to evolve. 

    In this session you will learn how to audit your role:

    • What 30–50% of your job AI can (and should) take over
    • The human skills that become more valuable, not less
    • How to redesign your role so you stay relevant and in demand

    If you’ve been feeling uncertain about AI, this session will give you clarity, confidence, and a practical roadmap.

    To learn more about the speaker, visit: http://www.gavriellaschuster.com

    To watch the speaker’s Ted Talk, visit: Gavriella Schuster Ted Talk: BeCOME an Ally - How to Achieve Gender Equity

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  • Wednesday
    17
    June

    SAVE THE DATE: VIRTUAL: MCP for Financial Workflows

    Jun 17, 12:00 PM - 01:00 PM (PT)

    This workshop provides a practical introduction to Model Context Protocol (MCP) and how it can be used to extend the capabilities of various LLMs.

    REGISTRATION COMING SOON!

  • Wednesday
    17
    June

    VIRTUAL: MCP for Financial Workflows

    Jun 17, 12:00 PM - 01:00 PM (PT)

    This workshop provides a practical introduction to Model Context Protocol (MCP) and how it can be used to extend the capabilities of various LLMs. We will cover a range of MCPs, from financial data tools to other use cases, and highlight startups building analytics agents and developing their own MCPs to connect with LLMs. Attendees will leave with a clearer understanding of how MCP works and how to apply it across different models and workflows.

    Cindy Lin is the Founder of Mindful Data, an AI innovations newsletter focused on applications in quantitative research and finance. She is also a faculty member at WorldQuant University, where she teaches quantitative finance. With over 20 years of industry experience, Cindy has held senior quantitative roles, most recently as Senior Director of Data Sciences and Quantitative Portfolio Manager at Bundles. Her work centers on leveraging open-source and AI tools to streamline workflows and broaden access to careers in finance. Cindy also serves as a committee member of 100 Women in Fintech, where she supports and mentors future financial professionals.

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